JHP WEALTH MANAGEMENT, LLC

Overview

JHP Wealth Management, LLC is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small business owners. The firm uses a percentage-of-AUM fee model and manages client relationships on a discretionary basis, positioning public mutual funds as the core building block of client portfolios. JHP is not positioned as an ESG-focused manager and does not operate as a multi-state or pension consultant adviser; its owner structure is individual-led and its regulatory registration with the SEC dates to 2020. Investment practice appears centered on multi-asset solutions built from pooled public funds and manager funds, supplemented by selective alternative exposure to real estate through third-party managers. From a portfolio-construction perspective this indicates a pragmatic, manager-driven approach—using mutual funds and similar vehicles for broad market exposure while layering external real-estate manager allocations where client suitability allows.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices